Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Financial Planning for Small Business
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Charitable Giving Strategies

Community participation

Dedicated to giving back to the Greater Boston community, Tim serves on the Board of Directors for St. Francis House, founded the SFH Shooze Cruise© fundraising initiative, is a Knight of the Order of Malta, and is a member of the Ancient and Honorable Artillery Company of Massachusetts